Contact

Certifications & Education

  • Executive M.B.A., Villanova University
  • B.S., Lehigh University
  • FINRA Series 7, 63 and 66

Affiliations & Memberships

  • President

    Greater Philadelphia Hispanic Chamber of Commerce

  • Member

    Project W

Previous Experience

  • Client Service Director, Institutional

    SEI

  • Sales Support Associate, Private Banking & Trust

    SEI

  • Bilingual Sales/Service Account Manager, Wealth Network

    SEI

  • Business Development Associate, Private Banking & Trust

    SEI

Previous Board Affiliations

  • Fund Development Committee

    Women’s Resource Center

Lydia Holiat's Team